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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,046 | $49,896-83.9% | $80,627-90.0% | $75,173-89.3% |
| Participation rate | 32.7% | 55.3%-22.6pp | 67.0%-34.3pp | 67.2%-34.5pp |
| Annual return | 6.85% | 34.67%-27.8pp | 936.76%-929.9pp | 160.72%-153.9pp |
| Employer contribution / active EE | $791 | $1,699-53.5% | $2,723-71.0% | $2,671-70.4% |
| Participant deferral / active EE | $168 | $2,992-94.4% | $4,443-96.2% | $4,126-95.9% |
| Admin fee / account holder | $3,814 | $3,578+6.6% | $5,381-29.1% | $5,651-32.5% |